AE Wealth Management’s Invesco Global Clean Energy ETF PBD Stock Holding History

AE Wealth Management’s Portfolio PBD Stock Details PBD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$72	Hold	4	–	–	﹤0.01%	2574
2025 Q4	$64	Sell	4 -4,389	-100%	-$71.2K	﹤0.01%	2439
2025 Q3	$66.2K	Buy	4,393 +4,386	+62,657%	+$61.2K	﹤0.01%	1660
2025 Q2	$88	Hold	7	–	–	﹤0.01%	2137
2025 Q1	$74	Hold	7	–	–	﹤0.01%	2137
2024 Q4	$81	Buy	+7	New	+$88	﹤0.01%	2115

Other funds holding PBD

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

AE Wealth Management's PBD Position: Q1 2026 in Review

AE Wealth Management held its Invesco Global Clean Energy ETF (PBD) position steady in Q1 2026 at 4 shares worth $72. The position accounts for ﹤0.01% of the portfolio, ranked #2574.

AE Wealth Management first reported a position in PBD in Q4 2024 and has held it in 6 quarters since. The position peaked at $66.2K in Q3 2025. 74 funds tracked by Wall St. Rank hold PBD as of Q1 2026.

AE Wealth Management held 4 shares of Invesco Global Clean Energy ETF worth $72 as of Q1 2026.
AE Wealth Management left its Invesco Global Clean Energy ETF share count unchanged in Q1 2026.
Invesco Global Clean Energy ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2574 holding.
AE Wealth Management first reported a position in Invesco Global Clean Energy ETF in Q4 2024 and has held it in 6 quarters since.
AE Wealth Management's Invesco Global Clean Energy ETF position peaked at $66.2K in Q3 2025.
74 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.